I sold my main home but did not receive a 1099S. I qualified for the exemption on sale of main home according to IRS rules. Return says that I did not qualify for the exemption but made no difference on my return as I had no gain. But could not get the program to correctly state that I qualified for the exemption. This seems like a problem to me.

I didn't like that I had to pay additional fees at the end to file my state tax return. That should've been disclosed up front. And it keeps on trying to bill my for the audit defense program when I wanted to opt out. Feels very bait and switch. Or I was force to pay the final fees at the end to file.

1) Was not able to submit via e-file additional information MO requests to document and support qualified health care premiums. If you complete the additional information support form, it should be filed with the MO Form 5695. 2) Regarding credit card payment of the $25 MO E-Filing fee, the credit card expiration date box would not display the months of "11" or "12" and scrolling or direct entry did not work. After attempting various alternative methods to select "11", I gave up and had to use a different credit card. This should be BASIC function of your software, very disappointing.

I have been using it for many years, I am confident it does its job. You had a happy customer, but don't increase the license fee. I bought Premier copy of Turbotax this year, but it turns out to Deluxe version on my Mac. Support Center cannot find out why..

TurboTax stated that it would determine if it was best for me to take a standard deduction or to itemize, but determined before I entered medical costs or pharmacy costs that I shoud take the standard deduction. In fact, it did not allow me to enter medical or pharmacy costs, but defaulted to $0 for each. I had significant medical costs due to spine surgery and a hip replacement which would have resulted in a relatively high dollar among with itemizing. How could TurboTax determine that the standard deduction was the best option before all itemizable data was entered. TurboTax gave no explanation for preventing the entry of medical and pharmacy data. There may be a good reason, but it was not given. Not happy that TurboTax left me in the dark on this issue so I coiuld give it 5 stars. I never encountered this is prior years using TurboTax.

I felt like there were some glitches in the software concerning the sale of a rental townhome in Colorado and a second home in Maryland. I had signed up for Live Tax Advice. The expert manually checked and found errors. She had me fix the errors and finalize the returns.

The good: The download process is very cumbersome still, but getting slightly better. Intuit finally figured out how to eFile IL state when return has high impact zone using form IL 1299C and Schedule M. Thank you for this after many many years of having to mail my form in and call support to get a refund for my state filing fee cause it was ineligible for efile after they collected my cc info. This took usually at least 30 minutes of my time to get to the right person, then waited a week for my actual credit. The bad: TurboTax still does not transfer relevant info from one from previous year, or from one form to another, so you need to re-enter it multiple times (bank info, DL number, property tax PIN ID,, etc. If it was on last years return and you answer "NO" when asked if you moved, as an example, they should carry that info forward and ask a confirmation instead of making you reenter it from scratch. They also do not fill out all the line items on key information worksheets so you now understand how they came up with calculation. Some of their explanations when you click on the i icon to learn more provide no additional useful information. The ugly: Still too much scrolling and mouse movement needed when navigating from top to bottom or to next screen. Also the AI interface, even in this survey keeps changing the words that I type as it is trying to predict what I want to say (and it is not spell check either).

I've been using TT for several years. This is the first time I had to fight with it. (1.) It wouldn't import all the Schwab files I selected from a combined 1099 (1099B was missing). Customer service said for me to enter it manually. Not a big deal however the remnants that were imported created multiple entries I had to comb through to remove all duplicates. (2.) I believe it was because of the remnants of the 1099B that caused me to have to upgrade to the premier version, from the Deluxe + State. (3.) I E-filed 3 returns and now the software is telling me I've hit my limit of 5 free E-files. One of the returns had 2 text responses from the IRS as 'accepted' and 'denied' although I only E-Filed in once. Now I get to chase down which returns were successfully filed and which were not. I have yet to receive the text from the IRS that my last e-file was accepted which coincides with the notice that I have reached my 5 free filing limit. I still have a 4th return to file so it looks like I'm in for some more phone time with customer service to get this resolved.

Overall I do like Turbotax. However, it could use more clarifying comments and/or examples in the instructions provided. Turbotax should be understandable and useable by a 8th grader. It should be absolutley user friendly and intuitive such that an 8th grader can resonably get through it. It should be user tested to see where most users get hung up, prioritize these areas for simplification and ease of use re-engineering.

I found importing data from brokerage firms was very confusing, difficult and frustrating. The steps necessary were different from years past. As data was imported and additional accounts were imported previous imports were identified as duplicates and actually, they were not.